Boris Niko, financial advisor Feasterville-Trevose PA

Boris Niko

CRD Number: 4603500
Current Firm: Ameriprise Financial Services, LLC

Boris Niko (CRD# 4603500) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Feasterville-Trevose, PA and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services LLC Feasterville, PA Mar 2022 - Current 2
Wells Fargo Clearing Services, LLC Philadelphia, PA Nov 2016 - Mar 2022 5
Wells Fargo Advisors, LLC Philadelphia, PA Nov 2013 - Nov 2016 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Boris Niko
Phone Number: 612-671-3131
Registered State(s):
  • FL
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    479,794
    MILLIONS
  • Total Number of Accounts
    2,284,921
    ACCOUNTS
  • Average Account Value
    $209,983
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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